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All Types Of Funnel Steps

Every sales funnel varies depending on the industry, products, and purpose.

With WPFunnels, you can create effective sales funnels by using various types of funnel steps.

Let us get a quick understanding of all the types of funnel steps that you can add using WPFunnels.

All funnel steps and their options

In a funnel, you will be able to work with 5 different types of steps:

i. Landing Step
ii. Checkout Step
iii. Thank You Step
iv. Upsell Step
v. Downsell Step

Let us look at the options you will get for each of these steps on the canvas.

i. Landing Step

Landing Step

This will be the landing page or the sales page of your product.

When you select the landing step, you will get 3 option icons:

  • Preview – get a frontend view of the landing page.
  • Edit – edit the landing step page on a preferred page builder where you can design this page and use our Next Step Button widget/block.
  • More options – click on the 3 dots to get options to change the step name and the step slug.

ii. Checkout Step

Checkout Step

This will act as the personalized checkout page for your funnel.

When you select the checkout step, you will get 4 option icons:

  • Settings – clicking on it will open a configuration drawer where you will be able to select the main product of the funnel, set up an order bump, and use a checkout field editor to customize the checkout form.
  • Preview – get a frontend view of the checkout page.
  • Edit – edit the checkout step page on a preferred page builder where you can design the checkout page. Here, you will be able to use our checkout widget/block to initialize the custom checkout form, and customize the checkout form style (text colour, font, etc).
  • More options – click on the 3 dots to get options to change the step name and the step slug.

iii. Thank You Step

Thank you step

This will be the thank you page for your funnel after all orders are made.

When you select the Thank you step, you will get 4 option icons:

  • Settings – clicking on it will open a configuration drawer where you will be able to choose what order details (order summary, order details, billing details, and shipping details) you want to display in the thank you page
  • Preview – get a frontend view of the thank you page.
  • Edit – edit the thank you step page on a preferred page builder where you can design this page and use our order details widget/block to create a customized thank you page.
  • More options – click on the 3 dots to get options to change the step name and the step slug.

iv. Upsell Step

Upsell step

This is the upsell offer step that you may use to make special offers after checkout.

When you select the Upsell step, you will get 4 option icons:

  • Settings – clicking on it will open a configuration drawer where you will be able to choose the product(s) to offer as upsell and assign custom discounts.
  • Preview – get a frontend view of the Upsell offer page.
  • Edit – edit the upsell step page on a preferred page builder where you can design the upsell offer page and use our Offer Button widget/block to trigger offer accept/reject action.
  • More options – click on the 3 dots to get options to change the step name and the step slug.

v. Downsell Step

Upsell step

This is the downsell offer step that you may use to make special offers after checkout (usually used when an upsell offer is rejected).

When you select the Downsell step, you will get 4 option icons:

  • Settings – clicking on it will open a configuration drawer where you will be able to choose the product(s) to offer as downsell and assign custom discounts.
  • Preview – get a frontend view of the Downsell offer page.
  • Edit – edit the downsell step page on a preferred page builder where you can design the downsell offer page and use our Offer Button widget/block to trigger offer accept/reject action.
  • More options – click on the 3 dots to get options to change the step name and the step slug.

Use these steps effectively to plan and create a proper functional funnel.

Now that you know what steps are available for you to use, you may now plan and organize your funnel, based on the product(s) you want to sell using this sales funnel.

Next, it’s time to learn how you can assign the main sales product of your funnel.

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